EA CEO John Riccitiello, in an interview with James Brightman at IndustryGamers:

Consoles used to be 80 percent of the industry as recently as
2000. Consoles today are 40 percent of the game industry, so what
do we really have? We have a new hardware platform and we’re
putting out software every 90 days. Our fastest growing platform
is the iPad right now and that didn’t exist 18 months ago.